Spire Wealth Management’s Idacorp IDA Stock Holding History

Spire Wealth Management’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Hold	9	–	–	﹤0.01%	2083
2026 Q1	$1.29K	Hold	9	–	–	﹤0.01%	2102
2025 Q4	$1.14K	Hold	9	–	–	﹤0.01%	2177
2025 Q3	$1.19K	Hold	9	–	–	﹤0.01%	2242
2025 Q2	$1.04K	Hold	9	–	–	﹤0.01%	2273
2025 Q1	$1.05K	Hold	9	–	–	﹤0.01%	2375
2024 Q4	$984	Buy	9 +2	+29%	+$220	﹤0.01%	2376
2024 Q3	$722	Buy	+7	New	+$699	﹤0.01%	2125
2022 Q1	–	Sell	-31	Closed	-$4K	–	2683
2021 Q4	$4K	Buy	+31	New	+$3.3K	﹤0.01%	2630
2021 Q2	–	Sell	-31	Closed	-$3K	–	2755
2021 Q1	$3K	Buy	+31	New	+$2.83K	﹤0.01%	2753

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Spire Wealth Management's IDA Position: Q2 2026 in Review

Spire Wealth Management held its Idacorp (IDA) position steady in Q2 2026 at 9 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Spire Wealth Management first reported a position in IDA in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q4 2021. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Spire Wealth Management held 9 shares of Idacorp worth $1.36K as of Q2 2026.
Spire Wealth Management left its Idacorp share count unchanged in Q2 2026.
Idacorp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2083 holding.
Spire Wealth Management first reported a position in Idacorp in Q1 2021 and has held it in 10 quarters since.
Spire Wealth Management's Idacorp position peaked at $4K in Q4 2021.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.